Ownership history in Beck Bode, LLC · 6 quarters on record
This page tracks every 13F SEC filing in which Beck Bode, LLC reported a position in ESSENTIAL UTILS INC (WTRG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 491,864 | +4,874 | +1.0% | 3.17% | $19.6M | $39.19 |
| 2025 Q2 | ADDED | 486,990 | +253,143 | +108.3% | 3.06% | $18.1M | $36.16 |
| 2023 Q3 | REDUCED | 233,847 | -33,762 | -12.6% | 2.05% | $8.0M | $31.48 |
| 2022 Q3 | ADDED | 267,609 | +16,400 | +6.5% | 2.40% | $11.1M | $36.94 |
| 2022 Q2 | REDUCED | 251,209 | -1,901 | -0.8% | 2.45% | $11.5M | $40.70 |
| 2021 Q2 | INITIATED | 253,110 | — | — | 3.19% | $11.6M | $39.64 |
As of 2025 Q4 — sorted by position size